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UnitedHealth

3,632 hedge funds and large institutions have $413B invested in UnitedHealth in 2024 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,371 increasing their positions, 1,481 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,632
Holders Change
+194
Holders Change %
+5.64%
% of All Funds
48.34%
Holding in Top 10
198
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-36.74%
% of All Funds
2.64%
New
450
Increased
1,371
Reduced
1,481
Closed
190
Calls
$5.58B
Puts
$5.31B
Net Calls
+$264M
Net Calls Change
+$513M
Name Holding Trade Value Shares
Change
Shares
Change %
FFG
2326
Floyd Financial Group
Missouri
$859K +$859K +1,650 New
BFA
2327
Buttonwood Financial Advisors
Maryland
$858K -$35.9K -71 -4%
FC
2328
Fjell Capital
North Dakota
$857K +$857K +1,694 New
AA
2329
Aire Advisors
California
$857K +$2.53K +5 +0.3%
GAM
2330
Gould Asset Management
California
$856K +$22.8K +45 +3%
1SB
2331
1ST Source Bank
Indiana
$855K +$2.02K +4 +0.2%
NG
2332
Novem Group
New York
$854K +$854K +1,689 New
SWP
2333
Summit Wealth Partners
Florida
$852K +$106K +209 +14%
APWA
2334
Atlas Private Wealth Advisors
New Jersey
$849K -$22.8K -45 -3%
PBK
2335
Peoples Bank (Kansas)
Kansas
$848K -$2.53K -5 -0.3%
LIA
2336
LS Investment Advisors
Michigan
$847K +$7.59K +15 +0.9%
GTAM
2337
Global Trust Asset Management
Florida
$847K +$28.8K +57 +4%
MCM
2338
MV Capital Management
Maryland
$846K -$28.8K -57 -3%
GLLW
2339
Graves Light Lenhart Wealth
Virginia
$846K
EWS
2340
Eagle Wealth Strategies
New Jersey
$845K -$506 -1 -0.1%
IA
2341
Inspire Advisors
Idaho
$845K -$4.05K -8 -0.5%
NB
2342
Northwest Bancshares
Pennsylvania
$844K -$25.3K -50 -3%
TCB
2343
Texas Capital Bancshares
Texas
$842K +$2.02K +4 +0.2%
CC
2344
Cypress Capital
Tennessee
$841K -$43.5K -86 -5%
PWM
2345
Proathlete Wealth Management
Florida
$841K +$2.02K +4 +0.2%
HBCM
2346
Heron Bay Capital Management
Michigan
$839K -$17.7K -35 -2%
DFC
2347
DB Fitzpatrick & Co
Idaho
$839K +$839K +1,658 New
TPWM
2348
Twelve Points Wealth Management
Massachusetts
$837K +$206K +407 +33%
BWP
2349
Baldwin Wealth Partners
Massachusetts
$837K -$146K -288 -15%
PWA
2350
Phoenix Wealth Advisors
North Carolina
$836K -$1.33M -2,630 -61%